SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 901 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,461,669 | +1.0% | 63,054 | +3.6% | 1.00% | +2.0% |
Q2 2023 | $4,419,508 | +3.4% | 60,858 | +4.2% | 0.98% | -4.9% |
Q1 2023 | $4,273,349 | -9.2% | 58,411 | -6.2% | 1.03% | -13.4% |
Q4 2022 | $4,704,329 | +14.7% | 62,276 | +0.8% | 1.18% | +5.4% |
Q3 2022 | $4,102,000 | -25.5% | 61,756 | -19.6% | 1.12% | -19.3% |
Q2 2022 | $5,503,000 | -7.9% | 76,823 | +1.4% | 1.39% | +13.4% |
Q1 2022 | $5,974,000 | +1.2% | 75,728 | +3.7% | 1.23% | +37.7% |
Q4 2021 | $5,902,000 | +10.9% | 73,023 | +1.9% | 0.89% | -21.9% |
Q3 2021 | $5,322,000 | +8.1% | 71,687 | +10.1% | 1.14% | +14.1% |
Q2 2021 | $4,923,000 | -13.1% | 65,107 | -16.2% | 1.00% | -20.9% |
Q1 2021 | $5,664,000 | +19.0% | 77,678 | +4.7% | 1.26% | +17.8% |
Q4 2020 | $4,760,000 | +154.5% | 74,211 | +119.5% | 1.07% | +110.0% |
Q3 2020 | $1,870,000 | +57.9% | 33,816 | +47.8% | 0.51% | +31.7% |
Q2 2020 | $1,184,000 | -86.4% | 22,880 | -88.2% | 0.39% | -89.0% |
Q1 2020 | $8,725,000 | -32.8% | 193,967 | -13.5% | 3.52% | +8.4% |
Q4 2019 | $12,989,000 | – | 224,255 | – | 3.25% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
APPLETON GROUP, LLC | 220,012 | $15,568,050 | 54.37% |
Keystone Financial Planning, Inc. | 1,680,787 | $118,932,500 | 41.55% |
CGC Financial Services, LLC | 674,274 | $47,711,653 | 33.36% |
Kellett Wealth Advisors, LLC | 415,824 | $29,423,721 | 25.21% |
Reitz Capital Advisors LLC | 182,801 | $12,854,578 | 24.55% |
Rezny Wealth Management, Inc. | 900,063 | $63,688,458 | 22.42% |
Walker Financial Services, Inc. | 318,384 | $22,528,836 | 21.89% |
Dechtman Wealth Management, LLC | 997,308 | $70,570 | 20.90% |
Wealth Management Solutions, LLC | 413,874 | $29,285,743 | 20.08% |
HHM Wealth Advisors, LLC | 1,443,765 | $102,160,873 | 19.96% |